BRSVX vs. VOO
Compare and contrast key facts about Bridgeway Small Cap Value Fund (BRSVX) and Vanguard S&P 500 ETF (VOO).
BRSVX is managed by Bridgeway. It was launched on Oct 31, 2003. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRSVX or VOO.
Correlation
The correlation between BRSVX and VOO is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BRSVX vs. VOO - Performance Comparison
Key characteristics
BRSVX:
-0.33
VOO:
1.01
BRSVX:
-0.34
VOO:
1.41
BRSVX:
0.96
VOO:
1.19
BRSVX:
-0.33
VOO:
1.58
BRSVX:
-0.88
VOO:
6.08
BRSVX:
8.00%
VOO:
2.19%
BRSVX:
21.37%
VOO:
13.13%
BRSVX:
-67.58%
VOO:
-33.99%
BRSVX:
-21.37%
VOO:
-6.56%
Returns By Period
In the year-to-date period, BRSVX achieves a -8.09% return, which is significantly lower than VOO's -2.25% return. Over the past 10 years, BRSVX has underperformed VOO with an annualized return of 6.08%, while VOO has yielded a comparatively higher 12.69% annualized return.
BRSVX
-8.09%
-9.49%
-11.77%
-6.86%
16.35%
6.08%
VOO
-2.25%
-4.82%
4.94%
13.87%
15.87%
12.69%
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BRSVX vs. VOO - Expense Ratio Comparison
BRSVX has a 0.83% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BRSVX vs. VOO — Risk-Adjusted Performance Rank
BRSVX
VOO
BRSVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Small Cap Value Fund (BRSVX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BRSVX vs. VOO - Dividend Comparison
BRSVX's dividend yield for the trailing twelve months is around 1.82%, more than VOO's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRSVX Bridgeway Small Cap Value Fund | 1.82% | 1.68% | 3.57% | 0.96% | 0.28% | 0.84% | 2.38% | 1.25% | 0.87% | 0.98% | 1.97% | 0.74% |
VOO Vanguard S&P 500 ETF | 1.27% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BRSVX vs. VOO - Drawdown Comparison
The maximum BRSVX drawdown since its inception was -67.58%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BRSVX and VOO. For additional features, visit the drawdowns tool.
Volatility
BRSVX vs. VOO - Volatility Comparison
Bridgeway Small Cap Value Fund (BRSVX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.47% and 4.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.